Miller Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $73.3M | Sell |
820,370
-9,334
| -1% | -$834K | 7.7% | 4 |
|
2025
Q1 | $67.8M | Sell |
829,704
-914
| -0.1% | -$74.7K | 7.5% | 4 |
|
2024
Q4 | $62.8M | Sell |
830,618
-55,457
| -6% | -$4.19M | 6.87% | 4 |
|
2024
Q3 | $74.1M | Buy |
886,075
+58,569
| +7% | +$4.9M | 7.72% | 4 |
|
2024
Q2 | $64.8M | Buy |
827,506
+57,830
| +8% | +$4.53M | 7.74% | 3 |
|
2024
Q1 | $61.5M | Buy |
769,676
+6,540
| +0.9% | +$522K | 7.85% | 3 |
|
2023
Q4 | $57.5M | Sell |
763,136
-5,569
| -0.7% | -$420K | 8.18% | 3 |
|
2023
Q3 | $53M | Buy |
768,705
+2,568
| +0.3% | +$177K | 8.34% | 3 |
|
2023
Q2 | $55.5M | Buy |
766,137
+392
| +0.1% | +$28.4K | 8.47% | 3 |
|
2023
Q1 | $54.8M | Sell |
765,745
-7,315
| -0.9% | -$523K | 9.04% | 2 |
|
2022
Q4 | $50.7M | Buy |
773,060
+766,420
| +11,542% | +$50.3M | 8.64% | 2 |
|
2022
Q3 | $372K | Buy |
+6,640
| New | +$372K | 0.08% | 75 |
|